Assistant Manager, Quality Monitoring

KEY RESPONSIBILITIES INCLUDE:

1. Sales Advisory Standards, Governance & Compliance

Develop, review and maintain Sales Advisory standards, guidelines, process documentation and governance frameworks.

Ensure sales advisory practices remain aligned with regulatory requirements, internal policies and business objectives.

Support and coordinate reviews arising from MAS, Internal Audit, Compliance and other governance exercises.

Track findings, remediation actions and process improvements to strengthen quality of sales advisory and governance.

2. Training & Knowledge Management

Develop and maintain Sales Advisory guides, training materials, FAQs and reference resources.

Conduct training sessions and knowledge-sharing programmes for Advisors and internal stakeholders.

Support qualification requirements and readiness for new product launches.

Ensure timely communication of changes to sales advisory standards, processes and product requirements.

3. Business Analytics, Insights & Reporting

Perform data analysis to identify trends, risks, gaps and opportunities for improvement in sales advisory practices and sales quality.

Prepare management reports, dashboards, and presentations to support business decision-making.

Support quality improvement initiatives, including Balanced Scorecard and Mystery Shopping exercises.

Provide insights and recommendations to enhance sales advisory effectiveness and customer outcomes.

4. Stakeholder Support, Process Improvement & Project Management

Serve as a key contact point for sales advisory-related enquiries from internal and external stakeholders.

Support solutioning, issue investigation and resolution of production related matters, working closely with business and technology teams.

Support new product onboarding, including process readiness, training requirements and stakeholder communication.

Participate in business, regulatory, and transformation projects to enhance operational efficiency and effectiveness of sales advisory.

Drive continuous improvement initiatives and undertake ad-hoc assignments as required.

REQUIREMENTS:

Degree in Business, Banking & Finance, Insurance or related disciplines.

At least 5 years experience in insurance, financial services, sales advisory governance, compliance, business support or training functions.

Relevant licensing examinations : CMFAS Module 5, 6,6A,8, 8A, 9, 9A, and Certificate in

Good understanding of sales advisory processes for both insurance & investments.

Strong analytical and problem-solving skills with the ability to interpret data and identify insights.

Experience in developing training materials, procedures or SOP documentation.

Strong stakeholder management and communication skills.

Experience in supporting audits, compliance reviews, governance activities, or regulatory initiatives

Meticulous, structured and detail-oriented.

Ability to manage multiple priorities and work independently.

Health Insurance; or equivalents will be preferred

Proficient in Microsoft Excel, PowerPoint, and Word.